Current Value of Holding

$3 Million

Shares

29.7 Thousand

% of Portfolio

0.05%

Average Buy Price

$71.4

Avg closing price
Price range

27 Joel Greenblatt Welltower Trades

Joel Greenblatt acquired 29.7 Thousand Welltower shares worth $3 Million. That's 0.05% of their equity portfolio (505th largest holding). The first Welltower trade was made in Q1 2017. Since then Joel Greenblatt bought shares eleven more times and sold shares on fifteen occasions. The stake costed the investor $2.12 Million, netting the investor a gain of 42% so far.

Avg closing price
Price range
Increased shares by 102.6% (+15.1 Thousand shares) Q1 2024
Avg closing price $90.55
Price range $86.51 - $94.25
Sold 46.7% shares (-12.8 Thousand shares) Q4 2023
Avg closing price $86.76
Price range $79.31 - $91.87
Sold 1.1% shares (-320 shares) Q3 2023
Avg closing price $82.24
Price range $78.60 - $85.47
Sold 28.1% shares (-10.9 Thousand shares) Q2 2023
Avg closing price $77.04
Price range $70.38 - $81.95
Sold 14.6% shares (-6.61 Thousand shares) Q1 2023
Avg closing price $72.53
Price range $65.76 - $78.05
Increased shares by 694.8% (+39.6 Thousand shares) Q4 2022
Avg closing price $64.29
Price range $57.37 - $71.58
Increased shares by 22.4% (+1.04 Thousand shares) Q3 2022
Avg closing price $78.17
Price range $63.33 - $86.34
Sold 68.7% shares (-10.2 Thousand shares) Q2 2022
Avg closing price $88.98
Price range $77.45 - $97.82
Sold 14.1% shares (-2.44 Thousand shares) Q1 2022
Avg closing price $86.85
Price range $79.67 - $98.31
Increased shares by 160.5% (+10.7 Thousand shares) Q4 2021
Avg closing price $83.37
Price range $79.36 - $87.07
Sold 34.2% shares (-3.45 Thousand shares) Q3 2021
Avg closing price $85.93
Price range $82.40 - $89.68
Increased shares by 11.3% (+1.03 Thousand shares) Q2 2021
Avg closing price $76.55
Price range $71.04 - $84.02
Sold 73.0% shares (-24.6 Thousand shares) Q1 2021
Avg closing price $67.15
Price range $59.79 - $74.55
Sold 35.9% shares (-18.9 Thousand shares) Q4 2020
Avg closing price $60.70
Price range $52.26 - $67.84
Increased shares by 82.3% (+23.7 Thousand shares) Q3 2020
Avg closing price $54.91
Price range $49.20 - $61.12
Sold 56.9% shares (-38 Thousand shares) Q2 2020
Avg closing price $49.15
Price range $37.26 - $61.65
Increased shares by 547.0% (+56.5 Thousand shares) Q1 2020
Avg closing price $73.78
Price range $33.22 - $89.84
Sold 64.0% shares (-18.4 Thousand shares) Q4 2019
Avg closing price $85.62
Price range $77.40 - $92.21
Sold 69.1% shares (-64 Thousand shares) Q3 2019
Avg closing price $87.02
Price range $81.74 - $92.46
Sold 20.2% shares (-23.5 Thousand shares) Q2 2019
Avg closing price $78.61
Price range $71.76 - $84.63

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